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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK1 year Filed as: PEOPLE'S UNITED BANK, N.A. Service code 15 · EIN 06-1213065 | Recordkeeping | $1,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,001 | $60,165-61.8% | $74,183-69.0% | $55,167-58.3% |
| Participation rate | 82.2% | 74.2%+8.0pp | 76.6%+5.5pp | 69.0%+13.2pp |
| Annual return | 7.17% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,090 | $1,600+30.6% | $2,370-11.8% | $1,963+6.5% |
| Participant deferral / active EE | $4,449 | $2,973+49.7% | $3,550+25.3% | $3,054+45.7% |
| Admin fee / account holder | $9 | $419-98.0% | $5,586-99.8% | $504-98.3% |